Aug 23, 2023
Our guest this episode is Mark Gatto, co-Founder and co-CEO of CION Investments, Advisor Lab’s parent and sponsor. Mark explains why CION created a podcast focused on the advisor community, and along the way we talk about the growing demand for alternatives from retail investors and CION’s very differentiated view...
Aug 3, 2023
In this episode, we welcome the team that makes up Quorum Private Wealth. Mike Barry, Kelly Milligan, Sue English Mazzetti and Melissa Yue made the decision to become independent a couple years ago, and they are finding that while the process was seamless for their clients, independence has led to some surprising...